| Tuition:
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$1295 |
| Access:
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3 months |
| Application deadline: |
Open enrollment, same day access |
In the 90s, two academic psychologists began a series of experiments about how people make decisions involving risk. That research, by the Nobel Prize winning Daniel Kahneman on behavioral finance tells us that people regret financial loss more than feeling joy at financial gains. Thus, the preference for loss aversion. Today, with interest rates at an all time low, but the need for income from the retiring boomers becoming greater due to unscheduled early retirements and shrinking 401Ks, the role of the financial professional in mitigating risk in client portfolios is more prevalent than ever.
The Online Behavioral Finance and Emotional Intelligence Program provides the knowledge and tools required to build a high level of client trust by unlocking the intangible, yet critical assets of investor emotions and motivations that drive client behavior and impact investment decisions. This ground-breaking approach to interacting with clients yields both qualitative and quantitative results through improved client retention, expansion, acquisition and generational transition.
What will you learn?
The study and application of this program will explain how to use the disciplines of Behavioral Finance and Emotional Intelligence to work more effectively with clients. This program will focus on the what and how of these disciplines and show you ways to apply this knowledge to your wealth management practice for greater levels of success.
It will drive you to:
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Build trust and connect on a deeper level with prospects and clients
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Establish a trust- based relationship more rapidly
- Enhance and deepen client interactions
- Create greater success for clients and their business
- Generate bigger sales
- Create quality referrals as a trusted advisor
The financial services industry is a people business, a relationship business, a business of trust. Empathy is the cornerstone of building relationships. In order for clients to trust you, they must be convinced you understand how they feel. You are working with one of the most emotional subjects that people have money. Money elicits emotions, both good and bad. Get people smart. Learn to master emotional competencies, develop long- lasting relationships, and build a better business.
Is this program for me?
This course is important for any financial advisor who wants to understand their
clients investment behavior and build great client relationships. This
includes those employed at large firms, small firms, and sole-practitioners in
a financial advisory business. More specifically:
- Financial planners
- Investment advisors
- Wealth (high net-worth investment) advisors
- Insurance professionals
- Accountants
- Wholesalers
- National account managers
This product is scheduled for launch in the first quarter of 2011. To learn more about these courses, please visit the program's
Course Outline & FAQ Sections.
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